I joined @mfathy_tw on @AsharqBusiness to share a simple view: - the market feels like it’s taking a breath, not losing the plot. - The signal isn’t price - it’s plumbing: > DATCOs such as $BMNR, $SBET or $BTBT from @SamirTabar are $ETH sinks 🌀 > ETF distribution is widening access, and institutional flows are deepening liquidity and sharpening price discovery. Context (Aug 1–18): -total crypto market cap rose ~$3.7T → $4.2T (mid-month peak) before a pullback; -BTC hit a new ATH $124,128 (Aug 14); -ETH +41% to $4,800 (Aug 15); -BNB +10.8% to $870. -DATCOs now hold >791k BTC (~4% of supply) and >1.3m ETH. Two trends to watch: (1) blurring of institutional and retail investor access to capital markets; (2) continued hyper-financialization (there are 5 types of Saylor's Strategy stocks ones can buy) Interview (Arabic):